@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Hindalco Ltd. 🟢 (Positive Outlook)
👉🏿 MOSL remains bullish on Hindalco, maintains Buy with target price at ₹ 1,110.
👉🏿 MOSL's buy call on Hindalco | Target price at ₹ 1,110 per/share, Asia demand robust, outpacing 2–4% global CAGR. ME conflict impact mainly via higher coal prices. Plan 100% captive coal by FY33 via 3 mines to around $200/T cost savings. Ramp-up in FRP, battery enclosure, battery foil, AC fin facilities.
Brokerages Views on Various Sectors & Stocks | Hindalco Ltd. 🟢 (Positive Outlook)
👉🏿 MOSL remains bullish on Hindalco, maintains Buy with target price at ₹ 1,110.
👉🏿 MOSL's buy call on Hindalco | Target price at ₹ 1,110 per/share, Asia demand robust, outpacing 2–4% global CAGR. ME conflict impact mainly via higher coal prices. Plan 100% captive coal by FY33 via 3 mines to around $200/T cost savings. Ramp-up in FRP, battery enclosure, battery foil, AC fin facilities.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Tata Motors PV Ltd. 🟢 (Positive Outlook)
👉🏿 HSBC's call on Tata Motors PV | Hold call, target price cut to ₹ 340 per/share from ₹ 400 per/share. West Asia exposure + raw material inflation hurting JLR outlook. India PV biz supported by Sierra launch & Harrier petrol demand.
👉🏿 HSBC maintains 'Hold' ratings on Tata Motors PV, cuts target price to ₹ 340.
Brokerages Views on Various Sectors & Stocks | Tata Motors PV Ltd. 🟢 (Positive Outlook)
👉🏿 HSBC's call on Tata Motors PV | Hold call, target price cut to ₹ 340 per/share from ₹ 400 per/share. West Asia exposure + raw material inflation hurting JLR outlook. India PV biz supported by Sierra launch & Harrier petrol demand.
👉🏿 HSBC maintains 'Hold' ratings on Tata Motors PV, cuts target price to ₹ 340.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Cement Sector 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on Cement Sector | Factoring energy shortage impact & higher fuel prices. Pet Coke & Coal MTM prices rising (60–75 day inventory lag). If energy costs stay elevated, see risk to infra spending. Neutral Call on Shree Cement, Dalmia Bharat, Ambuja, JSW Cement & Sell Call on ACC.
👉🏿 JP Morgan on Cement Sector | Demand weaker than expected, despite March usually being strong month. Dealer checks show some price hikes, mainly in non-trade segment. Maintain cautious stance, only 'overweight' on UltraTech Cement.
👉🏿 Goldman Sachs on India Cement
Sector | Ultratech remains preferred stock pick.
Brokerages Views on Various Sectors & Stocks | Cement Sector 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on Cement Sector | Factoring energy shortage impact & higher fuel prices. Pet Coke & Coal MTM prices rising (60–75 day inventory lag). If energy costs stay elevated, see risk to infra spending. Neutral Call on Shree Cement, Dalmia Bharat, Ambuja, JSW Cement & Sell Call on ACC.
👉🏿 JP Morgan on Cement Sector | Demand weaker than expected, despite March usually being strong month. Dealer checks show some price hikes, mainly in non-trade segment. Maintain cautious stance, only 'overweight' on UltraTech Cement.
👉🏿 Goldman Sachs on India Cement
Sector | Ultratech remains preferred stock pick.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Paints Sector 🟢 (Positive Outlook)
👉🏿 Macquarie on Paints | Berger Paints & Kansai Nerolac Paints announce 2–3% price hikes. Near-term margin headwinds remain a concern. Berger Paints–Underperform call, target price at ₹ 410 per/share, Asian Paints–Outperform call, target price at ₹ 3,100 per/share.
Brokerages Views on Various Sectors & Stocks | Paints Sector 🟢 (Positive Outlook)
👉🏿 Macquarie on Paints | Berger Paints & Kansai Nerolac Paints announce 2–3% price hikes. Near-term margin headwinds remain a concern. Berger Paints–Underperform call, target price at ₹ 410 per/share, Asian Paints–Outperform call, target price at ₹ 3,100 per/share.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | AXIS Bank 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on Axis Bank with a target price of Rs 1,600.
Brokerages Views on Various Sectors & Stocks | AXIS Bank 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on Axis Bank with a target price of Rs 1,600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | RBL Bank 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on RBL Bank with a target price of Rs 390.
Brokerages Views on Various Sectors & Stocks | RBL Bank 🟢 (Positive Outlook)
👉🏿 Investec maintains 'Buy' ratings on RBL Bank with a target price of Rs 390.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Financials 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on India Financials | Guidance for FY27 (sans risk of extended geopolitical uncertainty) was positive across all.
Brokerages Views on Various Sectors & Stocks | India Financials 🟢 (Positive Outlook)
👉🏿 Morgan Stanley on India Financials | Guidance for FY27 (sans risk of extended geopolitical uncertainty) was positive across all.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Food Delivery 🟢 (Positive Outlook)
👉🏿 Kotak Securities on Food Delivery | More pain for Swiggy than Eternal in a scenario of meaningful supply disruption.
Brokerages Views on Various Sectors & Stocks | Food Delivery 🟢 (Positive Outlook)
👉🏿 Kotak Securities on Food Delivery | More pain for Swiggy than Eternal in a scenario of meaningful supply disruption.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Metal Sector 🟢 (Positive Outlook)
👉🏿 HSBC on Metal Sector | Production process for the large companies remains broadly unimpacted for now.
Brokerages Views on Various Sectors & Stocks | Metal Sector 🟢 (Positive Outlook)
👉🏿 HSBC on Metal Sector | Production process for the large companies remains broadly unimpacted for now.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Finolex Cables Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on Finolex Cables with a target price of Rs 1,025.
Brokerages Views on Various Sectors & Stocks | Finolex Cables Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on Finolex Cables with a target price of Rs 1,025.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Marico Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama maintains 'Buy' ratings on Marico with a target price of Rs 900.
Brokerages Views on Various Sectors & Stocks | Marico Ltd. 🟢 (Positive Outlook)
👉🏿 Nuvama maintains 'Buy' ratings on Marico with a target price of Rs 900.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | JSW Infra Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on JSW Infra with a target price of Rs 360.
Brokerages Views on Various Sectors & Stocks | JSW Infra Ltd. 🟢 (Positive Outlook)
👉🏿 Jefferies maintains 'Buy' ratings on JSW Infra with a target price of Rs 360.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Consumer 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on India Consumer | Higher crude & gas shortages impacting consumer earnings.
Brokerages Views on Various Sectors & Stocks | India Consumer 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on India Consumer | Higher crude & gas shortages impacting consumer earnings.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | India Retail 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on India Retail | Crude linked raw materials pressuring apparel margins
Brokerages Views on Various Sectors & Stocks | India Retail 🟢 (Positive Outlook)
👉🏿 Goldman Sachs on India Retail | Crude linked raw materials pressuring apparel margins
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Varun Beverages 🟢 (Positive Outlook)
👉🏿 BofA remains bullish on Varun Beverages, maintains Buy with target price at ₹ 550.
Brokerages Views on Various Sectors & Stocks | Varun Beverages 🟢 (Positive Outlook)
👉🏿 BofA remains bullish on Varun Beverages, maintains Buy with target price at ₹ 550.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Ola Electric 🟢 (Positive Outlook)
👉🏿 Citi stays bearish on Ola Electric, cuts target price to ₹ 22 from ₹ 27.
Brokerages Views on Various Sectors & Stocks | Ola Electric 🟢 (Positive Outlook)
👉🏿 Citi stays bearish on Ola Electric, cuts target price to ₹ 22 from ₹ 27.
@t.me/MonePlan : Stock in Focus | Kalpataru Projs bags domestic & intl orders worth ₹ 2,471 Crore for underground metro rail projects.
▪️Kalpataru Projects International (KPIL) has secured new orders worth ₹2,471 crore for underground metro rail projects, marking a significant expansion in its urban mobility segment.
▪️The orders include a major contract for the design and construction of an underground metro rail project in India, reinforcing its entry into the tunneling segment using Tunnel Boring Machines (TBM).
▪️This development aligns with KPIL’s strategic foray into sustainable urban infrastructure, particularly electric mobility & metro tunnelling.
▪️Company has also received orders in the Transmission & Distribution (T&D) business across domestic & international markets, further strengthening its diversified portfolio.
▪️These wins contribute to a robust order book, with year-to-date (YTD) order inflows in FY25 reaching ₹ 24,850 Crore, as reported by KPIL’s MD & CEO, Manish Mohnot.
▪️Kalpataru Projects International (KPIL) has secured new orders worth ₹2,471 crore for underground metro rail projects, marking a significant expansion in its urban mobility segment.
▪️The orders include a major contract for the design and construction of an underground metro rail project in India, reinforcing its entry into the tunneling segment using Tunnel Boring Machines (TBM).
▪️This development aligns with KPIL’s strategic foray into sustainable urban infrastructure, particularly electric mobility & metro tunnelling.
▪️Company has also received orders in the Transmission & Distribution (T&D) business across domestic & international markets, further strengthening its diversified portfolio.
▪️These wins contribute to a robust order book, with year-to-date (YTD) order inflows in FY25 reaching ₹ 24,850 Crore, as reported by KPIL’s MD & CEO, Manish Mohnot.